LPL Financial
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LPL Financial’s Seres Therapeutics MCRB Stock Holding History

LPL Financial’s Portfolio MCRB Stock Details MCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,110
Closed -$77K – 3346
2019
Q4 		$77K Sell
1,110
-75
-6% -$5.56K ﹤0.01% 3246
2019
Q3 		$95K Sell
1,185
-135
-10% -$8.92K ﹤0.01% 3151
2019
Q2 		$85K Buy
+1,320
New +$125K ﹤0.01% 3161

Other funds holding MCRB

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

LPL Financial's MCRB Position: Q2 2025 in Review

LPL Financial sold out of Seres Therapeutics (MCRB) in Q2 2025, closing a stake of 4,757 shares — an estimated $66.6K sold.

LPL Financial first reported a position in MCRB in Q1 2019 and held it in 25 quarters. The position peaked at $1.67M in Q3 2020. 33 funds tracked by Wall St. Rank hold MCRB as of Q2 2025.

  • LPL Financial reported no remaining Seres Therapeutics position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 4,757 Seres Therapeutics shares in Q2 2025, an estimated $66.6K.
  • LPL Financial first reported a position in Seres Therapeutics in Q1 2019 and held it in 25 quarters.
  • LPL Financial's Seres Therapeutics position peaked at $1.67M in Q3 2020.
  • 33 funds tracked by Wall St. Rank held Seres Therapeutics as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.